Moneta Group Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $817K | Buy |
8,469
+676
| +9% | +$62.5K | 0.01% | 395 |
|
|
2025
Q4 | $680K | Sell |
7,793
-896
| -10% | -$81.8K | 0.01% | 434 |
|
|
2025
Q3 | $823K | Buy |
8,689
+1,102
| +15% | +$103K | 0.01% | 390 |
|
|
2025
Q2 | $697K | Buy |
7,587
+1,029
| +16% | +$92.4K | 0.01% | 371 |
|
|
2025
Q1 | $603K | Sell |
6,558
-595
| -8% | -$51.5K | 0.01% | 372 |
|
|
2024
Q4 | $589K | Buy |
7,153
+646
| +10% | +$56.7K | 0.01% | 372 |
|
|
2024
Q3 | $587K | Buy |
6,507
+367
| +6% | +$31.3K | 0.01% | 377 |
|
|
2024
Q2 | $476K | Buy |
6,140
+279
| +5% | +$21.1K | 0.01% | 402 |
|
|
2024
Q1 | $420K | Buy |
5,861
+1,002
| +21% | +$69.2K | 0.01% | 412 |
|
|
2023
Q4 | $341K | Buy |
4,859
+620
| +15% | +$42.6K | 0.01% | 414 |
|
|
2023
Q3 | $274K | Sell |
4,239
-1,862
| -31% | -$129K | 0.01% | 423 |
|
|
2023
Q2 | $429K | Buy |
6,101
+658
| +12% | +$47.2K | 0.01% | 350 |
|
|
2023
Q1 | $379K | Buy |
5,443
+788
| +17% | +$53.1K | 0.01% | 366 |
|
|
2022
Q4 | $315K | Buy |
+4,655
| New | +$311K | 0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-4,431
| Closed | -$316K | – | 461 |
|
|
2022
Q2 | $316K | Buy |
4,431
+87
| +2% | +$6.39K | 0.01% | 375 |
|
|
2022
Q1 | $315K | Buy |
+4,344
| New | +$294K | 0.01% | 352 |
|
|
2021
Q3 | – | Sell |
-6,528
| Closed | -$395K | – | 471 |
|
|
2021
Q2 | $395K | Buy |
6,528
+688
| +12% | +$44K | 0.02% | 319 |
|
|
2021
Q1 | $363K | Buy |
5,840
+1,249
| +27% | +$74.8K | 0.02% | 299 |
|
|
2020
Q4 | $282K | Buy |
+4,591
| New | +$276K | 0.02% | 262 |
|
|
2020
Q1 | – | Sell |
-3,595
| Closed | -$229K | – | 287 |
|
|
2019
Q4 | $229K | Buy |
3,595
+50
| +1% | +$3.1K | 0.02% | 223 |
|
|
2019
Q3 | $219K | Buy |
+3,545
| New | +$205K | 0.02% | 235 |
|
|
2019
Q2 | – | Sell |
-3,812
| Closed | -$197K | – | 276 |
|
|
2019
Q1 | $197K | Buy |
+3,812
| New | +$187K | 0.02% | 208 |
|
|
2018
Q3 | – | Sell |
-11,413
| Closed | -$529K | – | 350 |
|
|
2018
Q2 | $529K | Buy |
11,413
+2,031
| +22% | +$90.9K | 0.06% | 166 |
|
|
2018
Q1 | $403K | Buy |
9,382
+4,864
| +108% | +$216K | 0.05% | 137 |
|
|
2017
Q4 | $217K | Sell |
4,518
-110
| -2% | -$5.61K | 0.03% | 186 |
|
|
2017
Q3 | $227K | Sell |
4,628
-4,484
| -49% | -$217K | 0.04% | 181 |
|
|
2017
Q2 | $436K | Buy |
9,112
+4,220
| +86% | +$212K | 0.07% | 136 |
|
|
2017
Q1 | $244K | Sell |
4,892
-917
| -16% | -$45.3K | 0.05% | 137 |
|
|
2016
Q4 | $286K | Buy |
5,809
+1,667
| +40% | +$81.9K | 0.06% | 130 |
|
|
2016
Q3 | $212K | Sell |
4,142
-7,100
| -63% | -$374K | 0.05% | 134 |
|
|
2016
Q2 | $603K | Buy |
11,242
+2,540
| +29% | +$128K | 0.13% | 99 |
|
|
2016
Q1 | $450K | Buy |
+8,702
| New | +$424K | 0.1% | 113 |
|
|
2015
Q4 | – | Sell |
-5,722
| Closed | -$256K | – | 371 |
|
|
2015
Q3 | $256K | Buy |
+5,722
| New | +$251K | 0.07% | 111 |
|
|
2015
Q1 | – | Sell |
-4,075
| Closed | -$200K | – | 145 |
|
|
2014
Q4 | $200K | Sell |
4,075
-767
| -16% | -$36.2K | 0.1% | 136 |
|
|
2014
Q3 | $211K | Buy |
4,842
+167
| +4% | +$7.34K | 0.11% | 130 |
|
|
2014
Q2 | $212K | Buy |
+4,675
| New | +$207K | 0.11% | 130 |
|
Other funds holding SO
VCM
VPM
Moneta Group Investment Advisors's SO Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Southern Company (SO) stake by 8.7% in Q1 2026, buying an estimated $62.5K and bringing the position to 8,469 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #395.
Moneta Group Investment Advisors first reported a position in SO in Q2 2014 and has held it in 36 quarters since. The position peaked at $823K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Moneta Group Investment Advisors held 8,469 shares of Southern Company worth $817K as of Q1 2026.
- Moneta Group Investment Advisors bought 676 Southern Company shares in Q1 2026, an estimated $62.5K.
- Southern Company made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #395 holding.
- Moneta Group Investment Advisors first reported a position in Southern Company in Q2 2014 and has held it in 36 quarters since.
- Moneta Group Investment Advisors's Southern Company position peaked at $823K in Q3 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.